Say Goodbye to Money Problems with the Financial Freedom Formula

Dear friend,

If you’re tired of the constant anxiety of looming bills, the dread of checking your bank account, and the unsettling feeling that you’re always one emergency away from chaos, then the Financial Freedom Formula is your lifeline.

Let’s face it: Money makes the world go ’round. It powers our dreams, provides safety for our families, and paves the way to our goals. Yet, so many of us feel trapped in a never-ending cycle of money problems, unsure of how to break free from the grip of paycheck-to-paycheck living.

After all, the world has gotten expensive, and it’s not getting any better!

From surprise expenses to the temptation to treat yourself, managing money has become a tough game. But you don’t have to keep playing without a strategy, and you don’t have to feel lost.

Here’s the reality: You can change your money story. You can flip the script. But it won’t happen by chance. You need clear guidance and a solid plan.

That’s why I created the Financial Freedom Formula: A 7-step process that I used to go from burned-out and living paycheck to paycheck to financially independent by 27.

This isn’t just another set of money tips. It’s a lifelong roadmap designed to lead you out of the financial fog and toward the freedom you have always wanted. You will learn how to make your money stretch further, invest like the best, and build lasting wealth.

Just imagine waking up every day feeling secure, stress-free, and empowered, knowing that your money is working for you. That dream can be your reality. It’s possible. It’s real. And it’s waiting for you to take the next step.

So, if you’re ready to leave behind those money struggles and start a fresh journey, then embrace the Financial Freedom Formula with one of the programs below. Your future self will thank you.

The Financial Freedom Formula

The Financial Freedom Formula 7-step process

My coaching clients have paid $2,497 to implement the Financial Freedom Formula with me.

But I know that price is out of reach for most. So I created something new.

Personal Finance 101 is a high-quality video course that walks through the entire Financial Freedom Formula in 50 step-by-step lessons. 

The course covers everything you need to completely transform your financial picture. And it gives you an over-the-shoulder look into exactly how I help people reach their goals.

It’s like having me as your personal coach, but at a fraction of the price.

Here’s exactly what the course covers:

Inside the personal finance 101 course

Module 1:

Learn The Basics

  • The Golden Rule
  • Budgeting Guidelines
  • The Power of Compound Interest
  • Compound Interest Examples
  • Debt Principles
  • Credit Principles
  • Inflation
  • Lifestyle Inflation

Module 2:

Review Your Financials

  • Your Financial Tracker
  • Net Worth
  • Budget Plan
  • Income & Expense Tracking
  • Performance Reviews

Module 3:

Set Long Term Goals

  • Long-Term Planning
  • Creating Passive Income
  • FIRE Number
  • The 4% Rule
  • FIRE Planning
  • Types of FIRE
  • Social Security Considerations

Module 4:

Bridge The Gap

  • The Pareto Principle
  • Save More Money
  • Revisiting Compound Interest
  • Earn More Money
  • Starting A Business
  • Expensive Debt
  • Emergency Fund
  • Matching Contributions
  • Remaining Debt
  • Tax-Advantaged Accounts
  • Freedom Of Choice

Module 5:

Investing 101

  • Asset Classes
  • Risk Tolerance
  • Diversification
  • Asset Allocation
  • Rebalancing
  • Investing Psychology
Daniel fixed the way I think and feel about money. He gave me a framework for how to make financial decisions going forward.
Dave Perez
This program changed my life. It gave me hope and a new level of self-confidence. Daniel offered knowledge and expertise with empathy and kindness.
Jessica Jensen
I didn’t realize how much I needed this support and accountability. Financial Freedom Mastery gave me a clear path towards my goals.
Isabella Taylor

To create Personal Finance 101, I summarized all of the wisdom, strategies, and practical tips that I provide in my intensive coaching sessions. 

The course includes all of the lessons I learned:

  • While working on Wall Street
  • While studying Finance in the Ivy League
  • In my own personal finance journey
  • From helping my 1-on-1 coaching clients
Each lesson is designed to guide you step-by-step, so you don’t miss any foundational details. 

But don’t worry. I skip all of the theory and jargon and complicated language. I focus on breaking down only the most important concepts necessary for success.

So whether you are trying to get out of debt, save for a big purchase, or lay the groundwork for your investment journey, this course will give you with the tools and knowledge you need. 

And I’m so confident that this course will change your financial future that I’m going to give it to you for a steal…

On one condition.

It’s my mission to help as many people as I can. But there are a lot of money “gurus” out there and your word will go a long way in showing I’m not one of them.

When you implement the lessons in the course, it would be great if you tell a few friends so they know this course is the real deal too.

Fair trade?

If so, signing up for this life-changing system won’t cost you thousands.

In fact, you won’t even pay $500.

You can get everything we’ve discussed, plus a 30-day money back guarantee, for just $297 TOTAL.

Personal Finance 101

The Foundations for Financial Success
$ 297
  • Full 3-hour masterclass on the Financial Freedom Formula
  • An automated Financial Tracker to monitor progress
  • Unlimited access to The Money Maniac community
  • Custom financial plans and 1-on-1 calls

Financial Freedom Mastery

For A Total Financial Transformation
$ 997
  • Everything from Personal Finance 101
  • Custom financial plans and recommendations
  • Three 1-on-1 coaching calls for personalized guidance
  • Lifetime priority support

The button above will take you to a check out page.

After filling in your details, you’ll get immediate access to Personal Finance 101 so you can get started right away.

(*Due to the time-intensive nature, Financial Freedom Mastery has limited spots available.)